PriceMetrix – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 30 Oct 2019 16:11:33 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png PriceMetrix – Investment Executive https://www.investmentexecutive.com 32 32 Advisor revenues up sharply in 2014: PriceMetrix https://www.investmentexecutive.com/news/industry-news/advisor-revenues-up-sharply-in-2014-pricemetrix/ Mon, 30 Mar 2015 18:00:00 +0000 https://www.investmentexecutive.com/uncategorized/advisor-revenues-up-sharply-in-2014-pricemetrix/ The industry is continuing its transition to fee-based revenue

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]]> Better to find HNW clients than grow them: study https://www.investmentexecutive.com/news/industry-news/better-to-find-hnw-clients-than-grow-them-study/ Wed, 08 May 2013 14:30:00 +0000 https://www.investmentexecutive.com/uncategorized/better-to-find-hnw-clients-than-grow-them-study/ HNW investors are adding fee-based accounts more often than other clients

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]]> Advisors increase assets, revenues in 2012 https://www.investmentexecutive.com/news/industry-news/advisors-increase-assets-revenues-in-2012/ Tue, 12 Mar 2013 13:30:00 +0000 https://www.investmentexecutive.com/uncategorized/advisors-increase-assets-revenues-in-2012/ Challenges remain in pricing and equity trading volumes

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]]> New software predicts advisor success https://www.investmentexecutive.com/building-your-business/practice-management/new-software-predicts-advisor-success/ Mon, 19 Nov 2012 15:30:00 +0000 https://www.investmentexecutive.com/uncategorized/new-software-predicts-advisor-success/ Account size matters; youth counts

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]]> PriceMetrix offers advisors instant client intelligence https://www.investmentexecutive.com/news/industry-news/pricemetrix-offers-advisors-instant-client-intelligence/ Thu, 06 Jan 2011 21:51:00 +0000 https://www.investmentexecutive.com/uncategorized/pricemetrix-offers-advisors-instant-client-intelligence/ ClientCheck joins ValueOne productivity suite

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]]> Richardson GMP renews commitment to PriceMetrix https://www.investmentexecutive.com/news/industry-news/richardson-gmp-renews-commitment-to-pricemetrix/ Wed, 20 Oct 2010 13:54:00 +0000 https://www.investmentexecutive.com/uncategorized/richardson-gmp-renews-commitment-to-pricemetrix/ Productivity solution expanded to all advisors in 17 offices

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]]> PriceMetrix introduces market-based equity commission schedule https://www.investmentexecutive.com/news/industry-news/pricemetrix-introduces-market-based-equity-commission-schedule/ Thu, 06 May 2010 21:00:00 +0000 https://www.investmentexecutive.com/uncategorized/pricemetrix-introduces-market-based-equity-commission-schedule/ Schedule intended as reference for U.S. financial advisors

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]]> Macquarie Private Wealth to use PriceMetrix practice management software https://www.investmentexecutive.com/news/industry-news/macquarie-private-wealth-to-use-pricemetrix-practice-management-software/ Tue, 23 Mar 2010 15:01:00 +0000 https://www.investmentexecutive.com/uncategorized/macquarie-private-wealth-to-use-pricemetrix-practice-management-software/ Toronto-based Macquarie Private Wealth has agreed to purchase software from PriceMetrix to support its Canadian practice management efforts, PriceMetrix said Tuesday. Terms of the deal were not disclosed.“The ValueOne Program is a strategic investment that demonstrates our commitment to providing substantial resources to advisors to help them build their business,” says Bruce Kagan, CEO, Macquarie […]

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]]> BMO Nesbitt Burns renews commitment to PriceMetrix productivity program https://www.investmentexecutive.com/news/industry-news/bmo-nesbitt-burns-renews-commitment-to-pricemetrix-productivity-program/ Tue, 23 Feb 2010 22:04:00 +0000 https://www.investmentexecutive.com/uncategorized/bmo-nesbitt-burns-renews-commitment-to-pricemetrix-productivity-program/ Advisors achieving meaningful results, firm says

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]]> BMO Nesbitt Burns rolls out productivity program https://www.investmentexecutive.com/news/industry-news/bmo-nesbitt-burns-rolls-out-productivity-program/ Tue, 25 Sep 2007 18:30:00 +0000 https://www.investmentexecutive.com/uncategorized/bmo-nesbitt-burns-rolls-out-productivity-program/ Brokerage to deploy PriceMetrix program to 1,330 advisors

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